| Stage | LSCC | % of rev | ONTO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $201M | 100.00% | $343M | 100.00% | ONTO ×1.71 |
| Gross profit | $141M | 70.29% | $183M | 53.41% | LSCC +16.9pp |
| Operating income | $22M | 11.12% | $64M | 18.52% | ONTO +7.4pp |
| Pre-tax income | $17M | 8.56% | $68M | 19.96% | ONTO +11.4pp |
| Net income | $19M | 9.63% | $60M | 17.52% | ONTO +7.9pp |
| Stage | LSCC | ONTO | Gap · A − B |
|---|---|---|---|
| Revenue | $201M100.00% | $343M100.00% | ONTO ×1.71 |
| Gross profit | 70.29%$141M | 53.41%$183M | LSCC +16.9pp |
| Operating income | 11.12%$22M | 18.52%$64M | ONTO +7.4pp |
| Pre-tax income | 8.56%$17M | 19.96%$68M | ONTO +11.4pp |
| Net income |
| 9.63%$19M |
| 17.52%$60M |
| ONTO +7.9pp |
LSCC 10-KFeb 14 '25
“We rely on foundries in Japan, Korea and Taiwan to supply and fabricate silicon wafers for our semiconductor products, including Taiwan Semiconductor Manufacturing, Samsung Semiconductor, United Microelectronics Corporation, and Seiko Epson.”
ONTO 10-KFeb 24 '26
“The effect of these types of events on our revenue and cash flows could be material because we derive substantial revenue from sales to semiconductor device foundries in Taiwan such as Taiwan Semiconductor Manufacturing Company Ltd., from memory chip manufacturers in South Korea such as Samsung Electronics Co., Ltd., and from semiconductor device manufacturers in Japan such as Toshiba Corporation.”